+924.9%
VLO vs VTEB
+17.9%
+907.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.0% |
| 7D | +5.3% | -0.9% | +6.2% | +6.0% |
| 30D | +18.2% | -2.5% | +20.7% | +20.5% |
| 3M | +53.3% | -3.0% | +56.3% | +56.7% |
| 6M | +70.4% | -2.1% | +72.6% | +72.9% |
| YTD | +143.4% | -1.5% | +144.9% | +145.4% |
| 1Y | +153.0% | +0.2% | +152.8% | +151.5% |
| 3Y | +195.0% | +8.6% | +186.4% | +169.8% |
| 5Y | +618.8% | +1.2% | +617.6% | +613.7% |
| All | +924.9% | +17.9% | +907.0% | +987.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VTEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling